PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$9.92M
3
+$2.36M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.99M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.94M

Top Sells

1
+$22.1M
2
+$10.6M
3
+$2.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.71M

Sector Composition

1 Technology 10.54%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Communication Services 4.03%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.33K ﹤0.01%
105
527
$6.31K ﹤0.01%
166
-201
528
$6.31K ﹤0.01%
168
529
$6.28K ﹤0.01%
125
-130
530
$6.27K ﹤0.01%
187
-170
531
$6.24K ﹤0.01%
30
532
$6.21K ﹤0.01%
29
533
$6.2K ﹤0.01%
56
534
$6.17K ﹤0.01%
16
535
$6.16K ﹤0.01%
15
-790
536
$6.16K ﹤0.01%
12
+1
537
$6.12K ﹤0.01%
14
538
$6.08K ﹤0.01%
7
539
$6.02K ﹤0.01%
60
540
$5.98K ﹤0.01%
96
541
$5.95K ﹤0.01%
192
542
$5.95K ﹤0.01%
275
543
$5.92K ﹤0.01%
195
544
$5.92K ﹤0.01%
151
545
$5.89K ﹤0.01%
200
546
$5.86K ﹤0.01%
160
547
$5.84K ﹤0.01%
77
+7
548
$5.84K ﹤0.01%
47
549
$5.8K ﹤0.01%
172
550
$5.71K ﹤0.01%
159
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